Client Services Manager (High-Net Worth Insurance)

4-6 Months Bonus | Sales Support | High-Net Worth

Your new company

Our client is a leading insurance brokerage specializing in providing bespoke life insurance and wealth protection solutions to high-net-worth clients. With strong partnerships across top-tier insurers, they are committed to delivering exceptional client experiences and operational excellence.

Your new role

• Prepare sales presentations, client meeting materials, and policy illustrations.
• Coordinate pre-sale and post-sale documentation to ensure smooth business processing.
• Review application documents and supporting materials to ensure completeness and accuracy.
• Coordinate medical examinations, policy issuance, and policy delivery arrangements when required.
• Maintain client records and ensure compliance with internal policies and regulatory requirements.
• Support ad hoc projects, business reporting, and sales initiatives.

What you'll need to succeed

• 3-5 years of experience in insurance sales support, case management, client services, or brokerage operations.
• Familiarity with life insurance products and application processes.
• Strong attention to detail and document review skills.
• Good communication skills with client-facing duties when required.
• Fluent in English and Chinese.

What you'll get in return

• Join a leading HNW-focused insurance brokerage with a strong reputation in the market.
• Work closely with experienced advisors and gain exposure to complex life insurance cases and wealth planning solutions.
• Stable and supportive team environment with clear career progression opportunities.
• Competitive compensation package.
• Opportunity to build expertise across sales support, case management, and insurer liaison functions.

What you need to do now

If you're interested in this role or other roles in the Insurance/ Financial Service industry, please apply now or send your updated CV to me at [email protected] for a confidential discussion.